Greg Shearer

Greg Shearer, Head of Base and Precious Metals Strategy at J.P. Morgan, offers market-savvy perspective on metals. He walks through oil supply timelines and rerouting risks across regions. He flags refinery responses and early demand destruction in Asia. He also discusses gold’s recent technical bounce and what could drive its medium-term path.

Natasha Kaneva, Head of Global Commodities Research at J.P. Morgan, discusses how recent events in Venezuela may shape global oil and gas markets. Greg Shearer, specializing in metals markets, highlights the opaque data and challenges in the Venezuelan metals sector, including gold and nickel opportunities. Otar Dgebuadze focuses on the potential of Venezuelan LNG exports and the bearish impacts on current markets. As Western investments return, oil and gold could see significant long-term supply increases, reshaping global commodity dynamics.

Otar Dgebuadze, a European natural gas analyst focused on LNG and regional flows. Greg Shearer, head of base and precious metals strategy tracking metals moves and outlooks. They unpack strikes on energy infrastructure and Qatar LNG damage. They cover Asian fuel shortages, base metals weakness, and why gas and oil benchmarks are diverging.

Otar Dgebuadze, J.P. Morgan natural gas analyst covering European and global gas flows and weather impacts. Greg Shearer, J.P. Morgan metals strategist focused on gold, silver and copper market drivers. They unpack extreme cold tightening European gas, LNG flow disruptions and storage hits. They also tour metals volatility, ETF flows, record spikes and the forces behind a rapid gold run and copper swings.

Greg Shearer, metals strategist focused on supply shocks and precious metals dynamics. Otar Dgebuadze, European gas specialist tracking LNG flows and storage. They unpack strikes on metal plants, aluminum restart risks and possible deficits. They also cover strained LNG deliveries, low European storage and rerouting risks after Red Sea disruptions.

Greg Shearer, Head of Base and Precious Metals Strategy, offers market analysis on silver and other metals. He discusses why silver is more volatile than gold. He covers policy risks like tariffs and the Section 232 probe. He examines silver’s growing industrial role, especially in solar, EVs and electronics, plus supply limits from byproduct mining and recycling pressures.

Greg Shearer, Head of Base & Precious Metals Research at J.P. Morgan, offers market-savvy analysis of metals trading and investor behavior. He breaks down gold’s surge and pullback, dissects silver’s extreme volatility and risks, and explains why retail flows hit silver harder. The conversation also covers institutional positioning and tactical re-entry strategies.

Greg Shearer, Head of Base & Precious Metals Research, brings insights on Venezuela's gold and nickel potential, emphasizing the impact of investment on their massive untapped reserves. Otar Dgebuadze, a Natural Gas researcher, analyzes Venezuelan gas reserves and their importance for LNG exports to Trinidad and Colombia. The discussion extends to how U.S. engagement could reshape oil sector dynamics, especially concerning production gains, while addressing the challenges posed by infrastructure in the mining and aluminum sectors.

Greg Shearer, Head of Base and Precious Metals Strategy at J.P. Morgan, offers market analysis on metals supply and trade disruptions amid the Middle East conflict. He discusses shipping delays, infrastructure attacks and their effects on aluminium and other metals. Short-term production cuts, regional exposure in Asia and Europe, and mitigation steps like rerouting and strategic releases are covered.

Greg Shearer, Head of Base & Precious Metals Research at J.P. Morgan, and Otar Dgebuadze, Natural Gas Research analyst, delve into the tumultuous landscape of global commodities. They discuss the implications of Section 232 on metals markets, the factors driving Europe's soaring gas prices, and the unique volatility surrounding silver and gold. With weather patterns and geopolitical tensions in play, they explore why oil prices haven't surged despite market optimism. Get ready for sharp insights into the ever-changing commodity scene!